Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
EURUSD should be rangebound
Executive summary of JPM's long-term capital market return assumptions
Full report detailing JPM's long-term capital market return assumptions
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article examining the economic effects and investment implications of the US fiscal cliff agreement